A complete list of active advisors currently associated with AmeriVet Securities, Inc.

Warmer can help you find a great advisor at AmeriVet Securities, Inc. or one who fits your needs even better.

AmeriVet Securities, Inc. offers asset management and fee-based financial planning services with a stated client focus that includes pooled or institutional investors such as state and teacher pension plans, alongside high-net-worth individuals. The firm’s brochure reports that, as of 12/31/2025, it had no assets under management and no advisory accounts on file. The firm’s investment process combines fundamental, technical and cyclical analysis with Modern Portfolio Theory to emphasize asset-class allocation, periodic rebalancing, and generally long-term purchase strategies; services are delivered on a non-discretionary basis and coordinated with client custodians and other professional advisers. AmeriVet also provides comprehensive financial planning that can include estate and business planning elements and implementation assistance when clients elect to do so. Distinctive features disclosed in the brochure include dual registration as both a registered investment adviser and a FINRA-registered broker-dealer, active participation in securities underwriting as a co-manager or selling-group member, and common ownership with another broker-dealer—arrangements that are uncommon among investment-manager peers. The brochure also notes the firm’s pension consulting work for public plans and discloses a remediated FINRA finding related to broker-dealer net capital computation and training oversight tied to its broker-dealer activities.

To learn more about the advisors currently working at AmeriVet Securities, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.